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Taxposium 2026

Agenda

From authoritative guidance and IRS insight to future-ready strategies for automation, efficiency and advisory services, each session is built to spark ideas and deliver real-world value. The Taxposium agenda is designed to move the profession forward.

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Pre-Reg Day Day 1 Day 2 Day 3

Pre-Reg Day - Sunday, July 12

3:00 PM - 6:00 PM

Registration desk is open

Beat the morning rush and pick up your badge and event bag ahead of the first sessions. Explore the convention center and get ready for everything ahead.

Day 1 - Monday, July 13

8:00 AM - 9:00 AM

Welcome and Conversation with National Taxpayer Advocate Erin M. Collins

Kicking off Taxposium, National Taxpayer Advocate Erin M. Collins, known as the “Voice of the Taxpayer,” joins for a special conversation on the current IRS landscape and the issues shaping the future of tax administration.

Erin M. Collins
Erin M. Collins
9:15 AM - 10:15 AM

Keynote: Diana Kander

The Taxposium keynote is designed to spark new thinking. Innovation expert and New York Times bestselling author Diana Kander will share how curiosity helps firm owners ask better questions, uncover blind spots and stay competitive in a changing profession.

DianaKander_80x80
Diana Kander

10:40 AM - 11:30 AM  |  Concurrent sessions

10:40 AM - 11:30 AM

Fixing Common Errors in a Tax Practice

JoshYoungblood_80x80
Josh Youngblood, EA, CTRS, CRETS, NTPI
1 CPE for AFSP, EA, CPA, CRTP
Intermediate level
10:40 AM - 11:30 AM

Decoding Generational Communication

NicoleDeRosa_80x80
Nicole DeRosa, CPA, MAcc
1 CPE for CPA
Overview
10:40 AM - 11:30 AM

Maximizing Real Estate Tax Savings Through Cost Segregation

Chris Streit
Chris Streit
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
10:40 AM - 11:30 AM

Turning Tax Changes into Firm Growth

Roger Harris, CPA
Roger Harris, CPA
1 CPE for CPA
Overview
10:40 AM - 11:30 AM

Strategic Planning for QSBS after OBBBA

Larry Gray, CPA, NATP IRS liaison
Larry Gray, CPA, NATP IRS liaison
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Advanced level

11:50 AM - 12:40 PM  |  Concurrent sessions

11:50 AM - 12:40 PM

Farm Tax Strategies

PennyWadeSmith_80x80
Penny Wade Smith, EA
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
11:50 AM - 12:40 PM

Tax Planning for High-Income Individuals

RajPrashad
Raj Prashad, CFP®, EA, ChFC
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Advanced level
11:50 AM - 12:40 PM

IRS Enforcement of Foreign Asset and Income Reporting

ParagPatel
Parag Patel, Esq.
1 CPE for AFSP, EA, CPA, CRTP
Intermediate level
11:50 AM - 12:40 PM

Influencer Tax Strategies and Audit Risks

MaritBurmood
Marit Burmood, EA, CPA
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Overview
11:50 AM - 12:40 PM

When Clients Get Creative and Ethics in Practice

PeterHaukebo
Peter Haukebo, Esq.
RebeccaSheppard
Rebecca Sheppard, JD
1 CPE for AFSP, EA, CPA, CRTP
Overview
11:50 AM - 12:40 PM

Scaling Tax Advisory with AI

Adam Gretz
Adam Gretz
1 CPE for CPA
Overview
Monday, July 13, 2026 | 12:40 PM - 2:00 PM

Lunch on your own

There are several great options located around the convention center. See the event app for recommendations.

2:00 PM - 3:40 PM | Concurrent sessions

2:00 PM - 3:40 PM

A Military Case Study

MariFries
Mari Fries, EA, CFP®, AFC®
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
2:00 PM - 3:40 PM

The Small-Firm Operating System

Aaron Siegel, MBA, EA
Aaron Siegel, MBA, EA
2 CPE for CPA
Overview
2:00 PM - 3:40 PM

When One Entity Just Won't Do

KellyBender
Kelly Bender, EA
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Advanced level
2:00 PM - 3:40 PM

Everything Roth IRAs

LawrencePon
Lawrence Pon, CPA, CFP®, PFS, EA, USTCP, AEP
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
2:00 PM - 3:40 PM

Ethics as a Competitive Advantage

JaredFoos
Jared Foos, EA
2 CPE for AFSP, EA, CPA, CRTP
Intermediate level
2:00 PM - 3:40 PM

Mastering Tax Representation Challenges

Morgan Anderson, EA, AATPR
Morgan Anderson, EA, AATPR
Jim Buttonow, CPA, CITP, AATPR
Jim Buttonow, CPA, CITP, AATPR
Kathy Morgan, EA, USTCP
Kathy Morgan, EA, USTCP
2 CPE for AFSP, EA, CPA, CRTP
Intermediate level

4:15 PM - 5:05 PM | Concurrent sessions

4:15 PM - 5:05 PM

Managing IRMAA and Medicare Premium

LawrencePon
Lawrence Pon, CPA, CFP®, PFS, EA, USTCP, AEP
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Basic level
4:15 PM - 5:05 PM

Tax Strategies Every Entrepreneur Should Know

AdamWilliams
Adam Williams, JD
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
4:15 PM - 5:05 PM

Practical Guide to Offer in Compromise

MichaelKoeppel
Michael Koeppel, CTP, CPA, CITP, CFF, ABV, CGMA
1 CPE for AFSP, EA, CPA, CRTP
Intermediate level
4:15 PM - 5:05 PM

Mastering a Niche and Growing a Specialized Practice

Chris Picciurro, CPA, CFE, EA
Chris Picciurro, CPA, CFE, EA
1 CPE for CPA
Overview
4:15 PM - 5:05 PM

One Year of Navigating the OBBBA with AI

Andrew Reiter
Andrew Reiter
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Overview
4:15 PM - 5:05 PM

A Tax Professional's Guide to Trump Accounts

A.J. Reynolds, EA
A.J. Reynolds, EA
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Update
5:15 PM - 7:30 PM

Welcome Reception

Celebrate the start of Taxposium with cocktails, mocktails, appetizers and great conversation in the Expo Hall. A live DJ, music from Rock & Roll Hall of Fame artists and time to connect with exhibitors bring a touch of Cleveland’s rock spirit to the evening.

Day 2 - Tuesday, July 14

8:15 AM - 9:15 AM

To be announced

9:30 AM - 10:20 AM | Concurrent sessions

9:30 AM - 10:20 AM

Defending Your Tax Firm from Cyber Threats

JatinNarang
Jatin Narang
1 CPE for AFSP, EA, CPA, CRTP
Intermediate level
9:30 AM - 10:20 AM

Building Stronger Tax and Bookkeeping Partnerships

NancyMcClelland
Nancy McClelland, CPA
1 CPE for CPA
Intermediate level
9:30 AM - 10:20 AM

The Build or Buy Decision for Tax Professionals

MaritBurmood
Marit Burmood, CPA
ChrisPicciurro
Chris Picciurro, CPA, CFE, EA
AJReynolds
A.J. Reynolds, EA
1 CPE for CPA
Overview
9:30 AM - 10:20 AM

Over-the-Road Drivers

Kathy Morgan, EA, USTCP, AATPR
Kathy Morgan, EA, USTCP, AATPR
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Overview
9:30 AM - 10:20 AM

Scaling Your Tax Practice for Sustainable Growth

William Hamilton
William Hamilton
1 CPE for CPA
Overview
9:30 AM - 10:20 AM

Responding to a Data Breach in Your Tax Practice

Krista Sullivan
Krista Sullivan
Glenn Gizzi
Glenn Gizzi
1 CPE for AFSP, EA, CPA, CRTP
Overview
9:30 AM - 10:20 AM

Applying the Essentials of IRS Representation in Complex Cases

Jim Buttonow, CPA, CITP, AATPR
Jim Buttonow, CPA, CITP, AATPR
1 CPE for AFSP, EA, CPA, CRTP
Advanced level

11:15 AM - 12:05 PM | Concurrent sessions

11:15 AM - 12:05 PM

From Burnout to Balance

Marquita Miller Joshua, EA, CSP
Marquita Miller Joshua, EA, CSP
1 CPE for CPA
Overview
11:15 AM - 12:05 PM

Maximizing Profitability and Rightsizing Strategies

AmandaAguillard
Amanda Aguillard, CPA
1 CPE for CPA
Overview
11:15 AM - 12:05 PM

Advisory Opportunities with Reasonable Compensation

NancyMcClelland
Nancy McClelland, CPA
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
11:15 AM - 12:05 PM

A Tax Professional's Guide to Trump Accounts

AJReynolds
A.J. Reynolds, EA
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Update
11:15 AM - 12:05 PM

When Clients Get Creative and Ethics in Practice

PeterHaukebo
Peter Haukebo, Esq.
RebeccaSheppard
Rebecca Sheppard, JD
1 CPE for AFSP, EA, CPA, CRTP
Overview
11:15 AM - 12:05 PM

Advanced Representation in Resolving IRS Collection Issues

Morgan Anderson, EA, AATPR
Morgan Anderson, EA, AATPR
1 CPE for AFSP, EA, CPA, CRTP
Advanced level
12:05 PM - 1:35 PM

Lunch provided

1:35 PM - 3:15 PM | Concurrent sessions

1:35 PM - 3:15 PM

Rental Property with Deep Dive Short-Term Rental

AJReynolds
A.J. Reynolds, EA
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
1:35 PM - 3:15 PM

The 2026 One Big Beautiful Bill Act Changes

ShannonHall_80x80
Shannon Hall, EA
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Update
1:35 PM - 3:15 PM

Multi-Member to Single-Member LLC

KurtBollman
Kurt Bollman, CPA, CVA
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
1:35 PM - 3:15 PM

Ethics as a Competitive Advantage

JaredFoos
Jared Foos, EA
2 CPE for AFSP, EA, CPA, CRTP
Intermediate level
1:35 PM - 3:15 PM

Advanced IRS Office and Field Audit Representation

Jim Buttonow, CPA, CITP, AATPR
Jim Buttonow, CPA, CITP, AATPR
2 CPE for AFSP, EA, CPA, CRTP
Advanced level
1:35 PM - 3:15 PM

To be announced

3:30 PM - 4:20 PM | Concurrent sessions

3:30 PM - 4:20 PM

AI Leadership in Tax

DayaNaef
Daya Naef, JD, ACC, CAIO
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Overview
3:30 PM - 4:20 PM

Making the Leap from Schedule C to S-Corp

Raj Prashad, CFP®, EA, ChFC
Raj Prashad, CFP®, EA, ChFC
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
3:30 PM - 4:20 PM

Cryptocurrency and Other Digital Asset Crimes

Josh Youngblood, EA, CTRS, CRETS, NTPI
Josh Youngblood, EA, CTRS, CRETS, NTPI
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Overview
3:30 PM - 4:20 PM

Building the Accounting Firm of the Future

Petar Iliev
Petar Iliev
1 CPE for CPA
Overview
3:30 PM - 5:10 PM

When One Entity Just Won't Do

KellyBender
Kelly Bender, EA
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Advanced level
3:30 PM - 4:20 PM

Specialty Representation in IRS Collection Cases

Morgan Anderson, EA, AATPR
Morgan Anderson, EA, AATPR
1 CPE for AFSP, EA, CPA, CRTP
Advanced level
3:30 PM - 4:20 PM

To be announced

4:40 PM - 5:30 PM | Concurrent sessions

4:40 PM - 5:30 PM

Women Shaping the Future of Tax Leadership

NicoleDeRosa
Nicole DeRosa, CPA, MAcc
1 CPE for CPA
Overview
4:40 PM - 5:30 PM

Practical AI Workflows for Small Firms

DavidHaase
David Haase, CPA, MBA
1 CPE for CPA
Intermediate level
4:40 PM - 5:30 PM

Key Developments Shaping Today’s Tax Practice

Kelly Phillips Erb, J.D., LL.M
Kelly Phillips Erb, J.D., LL.M
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Update
3:30 PM - 5:10 PM

When One Entity Just Won't Do (continued)

KellyBender
Kelly Bender, EA
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Advanced level
4:40 PM - 5:30 PM

Strategic Planning for QSBS after OBBBA

Larry Gray, CPA, NATP IRS liaison
Larry Gray, CPA, NATP IRS liaison
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Advanced level
4:40 PM - 5:30 PM

Gain Quality Clients Without Selling or Negotiating

Loren Fogelman
Loren Fogelman
1 CPE for CPA
Overview
4:40 PM - 5:30 PM

Appealing IRS Disputes

Kathy Morgan, EA, USTCP, AATPR
Kathy Morgan, EA, USTCP, AATPR
1 CPE for AFSP, EA, CPA, CRTP
Advanced level

Day 3 - Wednesday, July 15

8:15 AM - 9:15 AM

To be announced

9:30 AM - 10:20 AM | Concurrent sessions

9:30 AM - 10:20 AM

IRS LB&I Enforcement Trends and Targeted Campaigns

HelenCooper_80x80
Helen Cooper, JD, CPA
1 CPE for AFSP, EA, CPA, CRTP
Advanced level
9:30 AM - 10:20 AM

From Register to Return

KellyBender
Kelly Bender, EA
1 CPE for AFSP, EA, CPA, CRTP
Overview
9:30 AM - 10:20 AM

Real Estate Tax Strategies

JacobHanes
Jacob Hanes, CPA
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
9:30 AM - 10:20 AM

The Case for Investing in Gold

Ann Campbell, CPA, CIA
Ann Campbell, CPA, CIA
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Overview
9:30 AM - 10:20 AM

Simple Strategies to Confidently Raise Your Rates

Loren Fogelman
Loren Fogelman
William Hamilton
William Hamilton
1 CPE for CPA
Overview
9:30 AM - 10:20 AM

To be announced

11:15 AM - 12:05 PM | Concurrent sessions

11:15 AM - 12:05 PM

From Burnout to Balance

Marquita Miller Joshua, EA, CSP
Marquita Miller Joshua, EA, CSP
1 CPE for CPA
Overview
11:15 AM - 12:05 PM

Making the Leap from Schedule C to S-Corp

RajPrashad
Raj Prashad, CFP®, EA, ChFC
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
11:15 AM - 12:05 PM

Influencer Tax Strategies and Audit Risks

MaritBurmood
Marit Burmood, EA, CPA
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Overview
11:15 AM - 12:05 PM

10 Essential Tax Problem Solving Tips

Jim Buttonow, CPA, CITP, AATPR
Jim Buttonow, CPA, CITP, AATPR
1 CPE for AFSP, EA, CPA, CRTP
Intermediate level
11:15 AM - 12:05 PM

Transition from Compliance Work to High-Value Advisory

David A. Perez, EA
David A. Perez, EA
1 CPE for CPA
Overview
12:05 PM - 1:35 PM

Lunch provided

1:35 PM - 3:15 PM | Concurrent sessions

1:35 PM - 3:15 PM

How to Onboard the Non-Compliant Taxpayer

Marc Dombrowski, EA
Marc Dombrowski, EA
2 CPE for AFSP, EA, CPA, CRTP
Intermediate level
1:35 PM - 3:15 PM

The Real Story of Buying or Selling a Tax Practice

Jared Foos, EA
Jared Foos, EA
Kathryn Keane, EA
Kathryn Keane, EA
2 CPE for AFSP, EA, CPA, CRTP
Intermediate level
1:35 PM - 3:15 PM

Tax on the Exit

Kelly Bender, EA
Kelly Bender, EA
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
1:35 PM - 3:15 PM

Cybersecurity Best Practices for Tax Professionals

Josh Youngblood, EA, CTRS, CRETS, NTPI
Josh Youngblood, EA, CTRS, CRETS, NTPI
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Basic level
1:35 PM - 3:15 PM

The 2026 One Big Beautiful Bill Act Changes

Shannon Hall, EA
Shannon Hall, EA
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Update
3:30 PM - 4:30 PM

Inside Look at IRS Trends and Priorities

Tax policy rarely moves in a straight line. Behind every headline are priorities and decisions that shape how the tax system operates.

Kelly Phillips Erb, J.D., LL.M
Kelly Phillips Erb, J.D., LL.M
Larry Gray, CPA, NATP IRS liaison
Larry Gray, CPA, NATP IRS liaison
TerryLemons_80x80
Terry Lemons
1 CPE for AFSP, EA, CPA, CRTP
Overview

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